Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,202
Closed -$286K 156
2020
Q1
$286K Sell
6,202
-478
-7% -$22K 0.21% 63
2019
Q4
$427K Buy
6,680
+2,390
+56% +$153K 0.26% 63
2019
Q3
$246K Sell
4,290
-598
-12% -$34.3K 0.17% 66
2019
Q2
$333K Sell
4,888
-657
-12% -$44.8K 0.24% 61
2019
Q1
$389K Buy
5,545
+418
+8% +$29.3K 0.3% 55
2018
Q4
$290K Buy
+5,127
New +$290K 0.28% 51